Becky is a Chartered Financial Planner with advanced qualifications in Pensions, Trusts and Investment planning, as well as Long Term Care. She has worked within Financial Services since 1995 and she has been providing trusted financial advice to her clients now for over 12 years.
Becky was delighted to become a Director of Sheila Tarr I.F.S in 2014 after working closely with Sheila Tarr since 2004. She has a particular penchant for demystifying the complexities of planning for her clients and helping them to achieve their goals in a clear and informative way.
“In a world where we have so much choice in everything, I really enjoy helping clients to find the right solution for them and their families often at times where the decisions are not just financial, but often emotional. Financial planning can be such a dry topic, it’s great to engage with people to bring their aspirations to life, and to help remove the stress of major decisions”
In her spare time Becky enjoys spending time with her family and friends, and time permitting, keeping fit!